The Nolan Group

A private wealth advisory practice of Ameriprise Financial Services, LLC
The Nolan Group: An Ameriprise private wealth advisory practice serving the Winchester, MA area.

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  • Get to know us

    We enjoy helping our clients achieve their financial goals. Learn about our team members.
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  • How we work

    We take the time to understand what’s important to you and deliver personalized advice.
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  • Connect with us

    If you have questions or would like to schedule a complimentary initial consultation, get in touch.

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Meet The Nolan Group

We’ve been creating and executing financial solutions for our clients since 2004.

  • Our core focus at The Nolan Group is helping people to be STRATEGICALLY PREPARED FOR LIFE. We create tailored financial plans for individuals and families, guiding our clients through the implementation process of our recommendations.
  • We seek to understand and empower every person we meet to go for what they want in life, helping them to avoid the avoidable speed bumps on their way. We help the people we work with put the plan in place now that their future selves will thank them for later.
  • We believe that success is a choice, and we choose to focus on only the things that we can control, in order to create “high five moments” for both our clients and team members.
  • Our culture at The Nolan Group is synonymous with the core values we hold for ourselves, our teammates, and our clients. And yes, we obsess over them. They are our guiding principles that define us, our business, and they make The Nolan Group an awesome place to work with, and work in. You can read about our core values by visiting “Our financial advice team” page in the “About” section on our website.

Our videos

4 videos

The Ameriprise difference

Advice based on your goals, and no one else’s
We’re proud of what we do, and all that our clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, we’d like to help.

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Advice Worth Talking About

More than five generations have counted on Ameriprise to provide personalized financial advice to help reach their goals. More than 9 out of 10 of them are likely to recommend us to others. Advice worth listening to is advice worth talking about. (2:24)